Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| 1 |
Vertex Pharmaceuticals
VRTX
|
$1.56B |
| 2 |
EOG Resources
EOG
|
$1.14B |
| 3 |
Amazon
AMZN
|
$1.07B |
| 4 |
Blackrock
BLK
|
$1.04B |
| 5 |
Brookfield
BN
|
$1B |
Top Sells
| 1 |
Applied Materials
AMAT
|
$1.68B |
| 2 |
Apple
AAPL
|
$1.55B |
| 3 |
Corteva
CTVA
|
$1.38B |
| 4 |
ConocoPhillips
COP
|
$1.23B |
| 5 |
Iron Mountain
IRM
|
$1.03B |
Sector Composition
| 1 | Technology | 23.5% |
| 2 | Healthcare | 16.36% |
| 3 | Consumer Discretionary | 11.93% |
| 4 | Financials | 11.75% |
| 5 | Industrials | 9.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Bio-Techne
TECH
$8.5B
| – | – | -272,339 | Closed | -$18.5M |
|
527
TJX Companies
TJX
$152B
| – | – | -479,269 | Closed | -$42.6M |
|
528
Virtu Financial
VIRT
$3.55B
| – | – | -1,120,000 | Closed | -$19.3M |
|
529
Zentalis Pharmaceuticals
ZNTL
$122M
| – | – | -683,000 | Closed | -$13.7M |
|
|
LUCK
530
Lucky Strike Entertainment Corporation
LUCK
$1.5B
| – | – | -1,748,497 | Closed | -$16.8M |
|
|
AYX
531
DELISTED
Alteryx, Inc.
AYX
| – | – | -1,450,000 | Closed | -$54.7M |
|
|
SGEN
532
DELISTED
Seagen Inc. Common Stock
SGEN
| – | – | -2,359,715 | Closed | -$501M |
|
|
DEN
533
DELISTED
Denbury Inc.
DEN
| – | – | -35,153 | Closed | -$3.45M |
|
|
ATVI
534
DELISTED
Activision Blizzard Inc.
ATVI
| – | – | -938,032 | Closed | -$87.8M |
|